The Parkview Podcast

In this week’s episode, Oussama sits down with Marcelo Mequita to discuss all things Brazil and Brazillian Equities. Marcelo has more than 30 years’ experience as an analyst, banker and board member in the region. He is a founding partner and PM at Leblon Equities, an asset management firm focused on Brazilian public and private equity. Prior to this he headed up equity research teams at UBS Pactual and Banco Garantia.

In this week’s episode, we take two differing outlooks for inflation and put them to the test. Our guest this week, Oliver Adler recently retired as Chief Economist for Switzerland at Credit Suisse in June 2021. Prior to this he spent close to 20 years in various positions at UBS, including 5 years as head of portfolio strategy.

Rachel Ziemba is an Adjunct Senior Fellow at the Center for a New American Security.Her research focuses on the interlinkages between economics, finance and security issues – focusing on sanctions, economic resilience and the role of state-owned investors including sovereign wealth funds. She is the founder of Ziemba Insights, a macroeconomic research firm that focuses on connecting policy and macro risks for relevant to EM investors.  

Our guest this week is Marco Annunziata. Marco has worked in policy, finance and industry, most recently as the chief economist and head of business innovation strategy at GE. He is a TED speaker and two-times winner of the Rybszynki prize for best paper in business economics for his book, “The Economics of the Financial Crisis”. He currently runs his own strategic advisory, Annunziata Desai Advisors.

China’s stock market is one of the only major equity indices to have posted negative returns in 2021 – reflecting the impact of political and regulatory headwinds that have thrown cold water on investors’ enthusiasm for its market. In today’s podcast, we are joined by George Magnus.

George is an independent economist and commentator, and Research Associate at the China Centre at Oxford University and at the School of Oriental and African Studies, London. Prior to this he was the Chief Economist, and then Senior Economic Adviser at UBS Investment Bank. George’s current book, Red Flags: why Xi’s China is in Jeopardy was published in September 2018 by Yale University Press.

Our guest this week is Roger Diwan, here to discuss some of the key themes in the global oil and gas industry. Over the past 25 years, Roger has built up a reputation advising governments, oil & gas companies and financial institutions on the oil markets, geopolitics of oil and the strategic shifts in the industry. Roger currently leads a team of analysts and strategists at IHS Markit,  advising over 150 asset managers, hedge funds and private equity firms on the macro environment for commodities, key trends in O&G and valuations.

To help us understand the world of fine art curation through a modern lens, our guest this week is Martine d’Anglejan-Chatillon. We discuss: - What determines value and price in the traditional art market?

- How to construct an art collection or portfolio

- NFTs and the impact that technology is having on the art world

Ralph Chami is an assistant director and division chief at the IMF, who has been at the fund for more than 22 years. Lately, Ralph has become widely known for his incredibly interesting work on the carbon capture potential of biodiversity. Focusing on Whales, and more recently Elephants, Ralph has proposed an incentive-based plan for economies to harness the value of their natural wealth.

In this weeks episode of The Parkview Podcast we focus on the future of China's currency. To walk us through this topic, our guest this week is Paola Subacchi, who authored "The People’s Money – detailing how China is building a global currency".

To discuss whether the recent performance in emerging market debt is justified by fundamentals, our guest this week is Matthew Ryan. Matt has more than 22 years’ experience as a portfolio manager at MFS Investment Management.